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Appian logo
AppianMclean, VA
We are seeking a highly motivated and experienced Director of Strategic Finance to join our growing finance team. In this pivotal role, you will sit at the intersection of FP&A, Sales and Investor Relations. The ideal candidate will possess a deep understanding of SaaS business models, extensive experience with various pricing strategies, and a strong background in financial modeling. This leader will be responsible for leading the development and measurement of all revenue metrics, providing actionable insights that guide our go-to-market and product strategies. This position requires someone who can translate financial data into actionable business strategies and thrive in a fast-paced, high-growth environment. In this role, you will: Own Appian's revenue modeling and its future evolution as the company incorporates changes to enterprise software pricing. Lead the definition, development, tracking, and reporting of all critical SaaS revenue metrics, including but not limited to ARR, NRR, churn, and sales cycle length. Ensure accuracy, consistency, and actionable insights from these metrics. Analyze the financial impact of various SaaS pricing models (e.g., per-user, consumption-based, tiered, feature-based) and recommend optimal strategies to maximize revenue and profitability. Partner with product and sales teams on pricing adjustments and new product monetization. Partner with the sales and legal teams on complex enterprise deals, evaluating pricing structures, commercial terms, and their impact on profitability and revenue recognition. Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model. Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability. Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives Prepare presentations and analysis for senior Finance leadership and Appian's executive team. Participate in special projects and initiatives as required. Qualifications: 10+ years of progressive experience in FP&A, strategic finance, or investment banking experience in a leadership or senior individual contributor role. Proven expertise and hands-on experience with multiple SaaS pricing models and their financial implications. Deep understanding of SaaS business models, key metrics, and revenue recognition principles (ASC 606). Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Anaplan, Power BI, and Tableau High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results Bachelor's degree in Finance, Economics, Accounting, or related discipline; MBA or CFA strongly preferred #LI-MB1

Posted 30+ days ago

University of Kansas logo
University of KansasLawrence, KS

$10+ / hour

Department Business Primary Campus University of Kansas Lawrence Campus Job Description Job duties may include (but are not limited to): 10% - Assist with day-to-day administration of RedTire and help with leads for candidate business (sellers) and buyers for inclusion in the program. 35% - Extrapolate raw financial data (from tax returns and company P&L's) into RedTire models. 25% - Perform business valuation analyses using established models and procedures. 15% - Help with industry, location, and market research / risk initiatives. 15% - Other ad-hoc financial and modelling analysis duties as required. Req ID (Ex: 10567BR) 29816BR Disclaimer The University of Kansas prohibits discrimination on the basis of race, color, ethnicity, religion, sex, national origin, age, ancestry, disability, status as a veteran, sexual orientation, marital status, parental status, gender identity, gender expression, and genetic information in the university's programs and activities. Retaliation is also prohibited by university policy. The following person has been designated to handle inquiries regarding the nondiscrimination policies and is the Title IX coordinator for all KU and KUMC campuses: Associate Vice Chancellor for Civil Rights and Title IX, civilrights@ku.edu, Room 1082, Dole Human Development Center, 1000 Sunnyside Avenue, Lawrence, KS 66045, 785-864-6414, 711 TTY. Work Schedule Flexible; up to 20 hours weekly between 8am-5pm Monday-Friday during the semester; with possibility of up to 40 hours/week during academic breaks Contact Information to Applicants Denton Zeeman dzeeman@ku.edu Required Qualifications Business undergraduate student with finance or accounting tracks OR MACC or MBA graduate student with finance. Completion or concurrent enrollment in "Finance" - FIN 310 or "Honors Finance" - FIN 311. During the semester term of the appointment, the student hourly must be enrolled in no fewer than 6 credit hours. For summer periods the student hourly must: have been enrolled in no less than 6 hours in the past spring semester or be pre-enrolled in the upcoming fall semester in no less than 6 hours or be enrolled in summer session or be admitted to study in the upcoming fall semester. Student Hourlies may be for undergraduate or graduate students. (Exceptions granted for GRA/GTA/GA appointments DO NOT apply to Student Hourly appointments) Advertised Salary Range 10.25 Preferred Qualifications Working experience in a Finance related field from an external employer internship covering some aspects of working with financial statements and/or valuation methodologies. Position Overview Throughout their employment, student employees will maintain and manifest positive actions that align with and support the Code of Conduct for the School of Business. RedTire is a KU School of Business venture designed to enhance the economic wellbeing of Kansas and the surrounding states. The program finds the most suitably qualified candidate buyers to match with a successful small- to medium-sized business to prevent the shuttering of business due to a lack of owner successor. RedTire assists in successfully transitioning the business to new ownership and relies on University of Kansas (KU) student interns during the financial analysis and valuation modelling part of the process. The KU student analyst's first objective is to provide assistance to the RedTire Director so that quality business and technical consulting assistance to RedTire clients is provided. Secondly, the aim of the role is to also provide an excellent experimental learning opportunity to the KU student. They will work on 'live real-world' case scenarios to successfully transition a business from a retiring owner, by redefining their retirement, to a new younger owner who will acquire their business. The position works on-site at Capitol Federal Hall and will receive $10.25 per hour during the initial training period. Ideal candidates will continue in the role for multiple semesters and receive increasing wage adjustments for returning semesters, commensurate with performance. The KU student in this position will receive the benefit of: Applying academic valuation techniques to a live company and learning other small business valuation techniques that are not generally taught in the academic accounting or finance classroom. Obtaining direct experience and insight into how the deal process works. Gaining valuable experience in dealing with project related work. Students employed by RedTire could also meet the KU School of Business internship requirements. Per the State of Kansas, student employees may hold concurrent appointments not to exceed maximum appointment and hours worked levels. However, concurrent student appointments must be of matching FLSA designation (exempt/salaried or non-exempt/hourly). Reg/Temp Temporary Application Review Begins 10-Feb-2025 Anticipated Start Date 17-Feb-2025 Additional Candidate Instruction Submit the following materials: (1) online application, (2) resume and (3) cover letter. This is a pool position; therefore hiring and start dates will be ongoing. Application review begins 2/10/2025.

Posted 30+ days ago

Geico Insurance logo
Geico InsuranceBaltimore, MD

$115,000 - $260,000 / year

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Job Description: Staff Engineer - Finance Data Specialist GEICO is seeking Finance Data specialists to support the build out of a Finance Data Warehouse/Lake by partnering with both Finance and Technology teams to redesign the way they use their technologies in managing GEICO's business. This individual must have strong functional and technical Finance Systems background to partner with the Business ensuring effective discussions to drive the capture, transformation, and utilization of Finance data to meet Business goals. The Staff Engineer, Finance Data Specialist will report to the Senior Manager of Finance Data & Analytics and will provide solutions on how to build out, maintain, and support a Finance Data repository to support FP&A processing and analytics while also supporting the larger Finance organization's need for Finance data. The Finance Data Specialist will work with multiple Finance and Technology leaders to support the build out the company's Finance Data Warehouse/Lake to provide a central repository for all Financial related transactions so it can be a reconciled source of truth for processing and the source for Revenue and Expense analytics. This role is also accountable to support the delivery of technology solutions that will support FP&A Planning/Budgeting, financial reporting, Revenue/Expense Analytics, and the build out of the Finance Data Warehouse to become a reconciled source to allow the GL to become a "thin" ledger. The ideal candidate has deep Finance Systems experience across multiple companies, a background in ERP and Finance Data Warehouses from both technical and functional aspects and has supported the deployment of best practices leveraging their broad knowledge of various ERPs (e.g. Oracle; Workday; SAP or PeopleSoft). Prior Financial Systems experience is needed to be considered. Position Responsibilities As a Staff Engineer, Finance Data Specialist supporting Finance functions you will: Leverage your strong Functional and Technical systems expertise to drive towards the right solution to support the department and GEICO's current and future needs Engage in cross-functional collaboration throughout the entire software lifecycle Support design sessions with peers to ensure systems are well designed, efficient, and meet Business expectations Collaborate with Finance Leaders within the FP&A, Controllers, Financial Reporting, and Finance QA & Systems team along with the Data Engineering and Finance Technology leaders to ensure organizational goals are met Have a deep understanding of a few Finance functions to support the establishment of a vision and technology roadmap to build out a Finance Data Lake/Warehouse Have a good understanding of finance data lake/mart with Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Experience with designing, developing, implementing, and maintaining solutions for data ingestion and transformation projects Experience working with cloud data solutions (Delta Lake, Iceberg, Hudi, Snowflake, Redshift or equivalent) Support the development of a roadmap and then work towards implementing Revenue and Expense Analytical solutions Support and try to influence customers and stakeholders, and work through divergent expectations Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Support Business and Technology discussions at various levels to ensure alignment towards long term goals of Finance and Technology Analyze and translate business and functional specifications and change requests into technical specifications Share best practices and improve processes within and across teams Qualifications 15+ years of Finance Systems experience with industry leading ERP solutions (e.g. implementing and supporting Oracle; Workday; SAP or PeopleSoft) 3+ years of experience in implementing and supporting FP&A applications (Preferred) 3+ years working with or supporting a Finance Data Lake/Warehouse/Mart along with various Financial Reporting tools Good understanding of Dimensional Data Modeling Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL and the ability to write, debug and optimize SQL queries and ETL jobs Experience working with Financials via the major vendors (e.g. PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) Finance domain expertise to be able to work with senior Finance leaders to interpret their process and functional needs into system solutions Good understanding of FP&A Budgeting, Planning, and forecasting processes Experience in implementing or supporting Revenue or Expense analytical solutions via tools such as Power BI, Tableau, etc. Good understanding of accounting process and reporting expectations to partner with Finance teams Ability to communicate and work directly with users across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Strong problem-solving abilities Ability to excel in a fast-paced environment Knowledge and experience with the software development life cycle Ability to work independently and in a team-oriented collaborative environment Education Bachelor's degree in Computer Science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $115,000.00 - $260,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 30+ days ago

PwC logo
PwCStamford, CT

$77,000 - $202,000 / year

Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 3 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs by: Communicates a broad range of Firm services; Manages engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; Supervises teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; Answers questions and provides direction to junior staff; and, Coaches staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success leading efforts in consulting, designing, implementing, and supporting Oracle applications-based solutions, including the following: Participates in the improvement of business processes, including but not limited to the following Oracle application-packaged modules including Oracle Cloud, EBS, PeopleSoft; Understands the common issues facing PwC's clients of all Industries and Sectors; Demonstrates thorough abilities and/or a proven record of success with one or more Oracle Cloud, Oracle EBS, or Oracle PeopleSoft application modules including; Designs, implements, and supporting business processes in an Oracle environment; Designs, builds, tests, and deploys various Oracle solutions; Builds relationships with clients; Develops an awareness of Firm services; Provides functional specialization to troubleshoot production issues and testing enhancements within Oracle Cloud applications; Determines the root cause of incidents and making recommendations for prevention in the future; Communicates with the client in an organized and knowledgeable manner; Delivers clear requests for information; Demonstrates flexibility in prioritizing and completing tasks; and, Communicates potential conflicts to a supervisor; Demonstrates thorough abilities and/or a proven record of success as a team member by: Understands personal and team roles; Contributes to a positive working environment by building relationships with team members; Seeks guidance, clarification, and feedback proactively; and, Provides guidance, clarification, and feedback to less-experienced staff. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Geico Insurance logo
Geico InsurancePortland, OR

$115,000 - $260,000 / year

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Job Description: Staff Engineer - Finance Data Specialist GEICO is seeking Finance Data specialists to support the build out of a Finance Data Warehouse/Lake by partnering with both Finance and Technology teams to redesign the way they use their technologies in managing GEICO's business. This individual must have strong functional and technical Finance Systems background to partner with the Business ensuring effective discussions to drive the capture, transformation, and utilization of Finance data to meet Business goals. The Staff Engineer, Finance Data Specialist will report to the Senior Manager of Finance Data & Analytics and will provide solutions on how to build out, maintain, and support a Finance Data repository to support FP&A processing and analytics while also supporting the larger Finance organization's need for Finance data. The Finance Data Specialist will work with multiple Finance and Technology leaders to support the build out the company's Finance Data Warehouse/Lake to provide a central repository for all Financial related transactions so it can be a reconciled source of truth for processing and the source for Revenue and Expense analytics. This role is also accountable to support the delivery of technology solutions that will support FP&A Planning/Budgeting, financial reporting, Revenue/Expense Analytics, and the build out of the Finance Data Warehouse to become a reconciled source to allow the GL to become a "thin" ledger. The ideal candidate has deep Finance Systems experience across multiple companies, a background in ERP and Finance Data Warehouses from both technical and functional aspects and has supported the deployment of best practices leveraging their broad knowledge of various ERPs (e.g. Oracle; Workday; SAP or PeopleSoft). Prior Financial Systems experience is needed to be considered. Position Responsibilities As a Staff Engineer, Finance Data Specialist supporting Finance functions you will: Leverage your strong Functional and Technical systems expertise to drive towards the right solution to support the department and GEICO's current and future needs Engage in cross-functional collaboration throughout the entire software lifecycle Support design sessions with peers to ensure systems are well designed, efficient, and meet Business expectations Collaborate with Finance Leaders within the FP&A, Controllers, Financial Reporting, and Finance QA & Systems team along with the Data Engineering and Finance Technology leaders to ensure organizational goals are met Have a deep understanding of a few Finance functions to support the establishment of a vision and technology roadmap to build out a Finance Data Lake/Warehouse Have a good understanding of finance data lake/mart with Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Experience with designing, developing, implementing, and maintaining solutions for data ingestion and transformation projects Experience working with cloud data solutions (Delta Lake, Iceberg, Hudi, Snowflake, Redshift or equivalent) Support the development of a roadmap and then work towards implementing Revenue and Expense Analytical solutions Support and try to influence customers and stakeholders, and work through divergent expectations Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Support Business and Technology discussions at various levels to ensure alignment towards long term goals of Finance and Technology Analyze and translate business and functional specifications and change requests into technical specifications Share best practices and improve processes within and across teams Qualifications 15+ years of Finance Systems experience with industry leading ERP solutions (e.g. implementing and supporting Oracle; Workday; SAP or PeopleSoft) 3+ years of experience in implementing and supporting FP&A applications (Preferred) 3+ years working with or supporting a Finance Data Lake/Warehouse/Mart along with various Financial Reporting tools Good understanding of Dimensional Data Modeling Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL and the ability to write, debug and optimize SQL queries and ETL jobs Experience working with Financials via the major vendors (e.g. PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) Finance domain expertise to be able to work with senior Finance leaders to interpret their process and functional needs into system solutions Good understanding of FP&A Budgeting, Planning, and forecasting processes Experience in implementing or supporting Revenue or Expense analytical solutions via tools such as Power BI, Tableau, etc. Good understanding of accounting process and reporting expectations to partner with Finance teams Ability to communicate and work directly with users across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Strong problem-solving abilities Ability to excel in a fast-paced environment Knowledge and experience with the software development life cycle Ability to work independently and in a team-oriented collaborative environment Education Bachelor's degree in Computer Science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $115,000.00 - $260,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 30+ days ago

W logo
Wellington Management Company, LLPBoston, MA

$100,000 - $225,000 / year

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Investment Platform Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the business leaders on financial performance and creating the right analytics and standard financial reporting to support key decisions across the organization and manage the platform budget and forecasting process. The ideal leader has operated successfully at a global level, having a desire to develop, mentor and coach a team. In alignment with company's overarching business strategy and corporate business goals, this leader will create a strategic vision and direction for the Investment Platform finance operations. This will necessarily entail building strong business partnerships across the organization and ensuring strategic business decisions are underpinned by strong analytics. Candidates should enjoy being part of a dynamic leadership team that seeks to innovate and constantly look for opportunities to increase the value of our interactions and deliverables to our business partners. Characteristics of successful team members include the ability to: i) bring others along through an evolution of the business, ii) identify and develop talent; iii) communicate and execute upon a compelling vision and roadmap iv) 'connect the dots' and v) challenge the status quo. RESPONSIBILITIES Lead the financial planning, budgeting, forecasting, and analysis for the Investment platform. Drive cost efficiency and operational excellence across the financial and administrative processes. Support the business lines on modeling & analytics. Partner with investment and executive leadership on long-term platform growth, cost efficiency, and strategic initiatives. Day to day team management including talent development, performance management, and fostering a culture of collaboration, accountability, and continuous improvement, empowering teams to deliver exceptional results while aligning with the organization's core values and long-term vision. Ensure adherence to internal controls, audit standards, and financial compliance related to Investment Platform operations. Drive cost efficiency and operational excellence across the financial and administrative processes with a lens on efficiency and scale. Lead team in providing comprehensive KPI management, reporting & analytics, and establishing annual budgets. Oversight of financial presentation development for committee meetings, townhalls, and other cross-functional discussions. Act as a key financial advisor to Portfolio Managers, Heads of Strategies, and the broader investment teams. Contribute to development of business plans with a focus on estimating costs and profitability. Establishing annual budget and forecasts for business functions and support of accompanying presentations; Management of results, variances, efficiencies and operational processes. Continuous evaluation and support for cost allocation, transparency, problem-solving and execution. Creation and management of proactive analytics that unlock ideas and enables high level discussion of investment and growth opportunities. Building a culture of continuous improvement by streamlining financial processes, eliminating redundancies, and leveraging technology to enhance productivity and resource allocation. QUALIFICATIONS Bachelor's Degree in finance, accounting, or related field; MBA or advanced degree preferred. Demonstrable (15+ years) relevant work experience in finance with investment / asset related leadership experience, ideally within a global environment. Proven track record of leading and developing high-performing teams, with a focus on cultivating a positive, collaborative culture that aligns with organizational goals and drives sustained success. Proven track record of leading financial planning processes and delivering high-quality analysis and insights. Strong understanding of financial principles, accounting standards, and financial modeling techniques. Demonstrated success in leading teams through complex transformation initiatives, driving strategic change, and maintaining stability. Proven problem-solving and analytical skills coupled with rigorous decision-making process. Superior interpersonal and communication skills. Strategic thinker with the ability to provide forward-looking analysis and recommendations. Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization. Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner. Demonstrated embodiment of our cultural standards - integrity, ethics, and ability to set a standard in leadership. Strong applications skills - Excel & PowerPoint; experience with Workday, Tableau, or Adaptive Technologies a plus Financial modeling knowledge and application. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Posted 30+ days ago

Aegon logo
AegonCedar Rapids, IA
Job Family Administrative Services About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary iLEAD (I Learn Explore Achieve Develop) Accounting & Finance Leadership Summit - is an opportunity for you to meet with Accounting and Finance leaders and learn more about Transamerica. Our participants walk away with greater industry knowledge and personal development. Job Description Opportunity for freshmen/sophomore students and/or those who have at least 2 more years of schooling following the event in May 2026 What You Will Do: We are seeking students to participate in our iLEAD Accounting & Finance Leadership Summit. This event is a two day summit and will be held on Tuesday, May 19 and Wednesday, May 20, 2026. The event will either be hybrid or fully in-person at our Cedar Rapids office. This unpaid networking and professional development event provides participants with a firsthand look at career paths within our company. It's a fantastic opportunity for you to hear from leaders in our industry, network with full-time employees, and explore the finance and accounting fields. What You Will Learn: Gain a new perspective on corporate finance and accounting including but not limited to tax, internal audit, and financial reporting. You will also have the opportunity to: Network with fellow student leaders and Transamerica professionals by participating in group activities. Learn about the areas of finance and accounting within our company along with our culture focused on feedback and opportunities. Get a jump start on next year's campus recruiting process. This event is an opportunity to make an impression with hiring leaders for future internships. What Success Looks Like: The ideal iLEAD candidate is an undergraduate student, who as of the spring of 2026 will have at least two years remaining in their education prior to graduation. What You Will Learn: In this role, you will gain exposure to Transamerica's rich culture, while working in one of the following departments: Internal Audit, Corporate Tax, Investment Reporting, Regulatory Reporting, Management Reporting, Consolidated Product Reporting, or more. What You Need: Pursuing a major in one of the following or similar fields: Accounting, Finance, Risk Management & Insurance, Management Information Systems, and/or Business Analytics majors. Participants will be selected based on academic achievements, initiative, leadership, extracurricular activities, and communication skills. Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 30+ days ago

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Shi International Corp.Somerset, NJ

$70,000 - $100,000 / year

About Us Since 1989, SHI International Corp. has helped organizations change the world through technology. We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services. Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve what's next. But the heartbeat of SHI is our employees - all 6,000 of them. If you join our team, you'll enjoy: Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S. Continuous professional growth and leadership opportunities. Health, wellness, and financial benefits to offer peace of mind to you and your family. World-class facilities and the technology you need to thrive - in our offices or yours. Job Summary The Finance Manager oversees daily financial operations, implements strategies to drive revenue and performance, and supports strategic business goals through operational forecasting and planning. This role involves leading quality and process change initiatives, mentoring the team, and coordinating financial operations with sales and operations teams. Additionally, the Finance Manager audits payments and invoices, prepares complex financial data for analysis, addresses billing inquiries, and becomes a subject matter expert on vendor incentive programs and OEM funding processes. Role Description Include, but not limited to: Develop and maintain a robust internal control environment that meets regulatory requirements and aligns with industry best practices. Manage and supervise the completion of internal control documentation Manage the planning, execution, and reporting of SOX testing activities, including coordination with external auditors and internal stakeholders. Identify potential areas of SOX compliance vulnerability and risk; develop and implement corrective action plans for the resolution of problematic issues. Facilitate internal control training to increase company-wide awareness and understanding. Work closely with business units and function leads to ensure controls are efficient, effective, and well-integrated into business processes. Maintain a strong relationship with the external auditors, coordinating efforts to ensure proper coverage and minimize duplication of efforts. Monitor updates and changes to SOX regulations, interpret them for company implications, and implement changes as needed. Prepare and present reports on the status of the internal controls program to the CFO. Behaviors and Competencies Communication: Can effectively communicate complex ideas and information to diverse audiences and can facilitate effective communication between others. Collaboration: Can proactively seek out diverse perspectives, facilitate open communication among team members, and drive toward consensus and action. Detail-Oriented: Can manage complex tasks or projects, identifying errors or inconsistencies, and ensuring all details are addressed, necessary corrections are made, and quality is maintained. Problem-Solving: Can proactively identify potential problems, initiate preventive measures, and propose and contribute to innovative solutions. Prioritization: Can proactively identify high-impact tasks, initiate action plans, and contribute to process improvements. Follow-Through: Can independently track progress, make necessary adjustments, and ensure the successful completion of complex projects. Willingness to Learn: Can regularly integrate new skills and knowledge into daily work and is open to feedback and making changes accordingly. Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods. Adaptability: Can proactively adapt to challenging situations, anticipate changes, and make modifications to meet the demands of changing circumstances. Interpersonal Skills: Can communicate effectively, build relationships, resolve conflicts, and influence others in significant situations. Skill Level Requirements Bachelor's degree in accounting, finance, or a related field is required Minimum of 7 years of experience in internal controls or internal audit Ability to lead a team of internal auditors Strong knowledge of U.S. GAAP, COSO framework, SOX, and related regulations. Proficient in Microsoft Office Suite, and experience with SOX compliance software. Prior experience with Workiva is a plus. Excellent project management, analytical, and problem-solving skills. Outstanding written and verbal communication skills, with the ability to present complex information clearly and concisely. Strong interpersonal skills, with the ability to work independently as well as collaboratively in a team environment. CPA, CIA, or CISA is preferred. Other Requirements Completed Bachelor's Degree in Business, Finance, or a related field, or relevant work experience required Completed Master's Degree in Business, Finance, or a related field preferred 3-5 years of experience in a similar role The base salary range for this position is $70,000 - $100,000. The estimated on-target earnings, or OTE, which includes a base salary and bonus, are $80,000 - $125,000. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending. Equal Employment Opportunity - M/F/Disability/Protected Veteran Status

Posted 30+ days ago

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Sallie Mae Inc (SLM Corp)Newark, DE
When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. What You'll Contribute The Manager, Strategic Finance Project Management will be responsible for overseeing the planning, execution, and successful completion of projects within the Finance organization. You will work closely with cross-functional teams, manage project resources, and ensure projects are delivered on time, within budget, and meet quality standards. What You'll Do Coordinate and manage project activities, ensuring tasks are completed on time and within budget, and that project milestones are met. Provide clear direction and guidance to project team members, fostering a collaborative and high-performing project team culture. Communicate effectively with internal and external stakeholders, ensuring project objectives, requirements, and expectations are understood and met. Identify and allocate project resources, including personnel, budget, and equipment, to ensure efficient and effective project execution. Identify project risks and develop mitigation strategies to minimize potential issues and ensure project success. Implement quality control measures to ensure project deliverables meet established standards and client requirements. The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What You Have Minimum education, skills and experience required. Strong knowledge and understanding of project management principles, methodologies, and best practices. Proven ability to lead and motivate project teams, fostering collaboration and achieving project goals. Excellent verbal and written communication skills, with the ability to effectively communicate with diverse stakeholders at various levels of the organization. Strong analytical and problem-solving abilities, with the capacity to identify issues and implement effective solutions. Excellent organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously. Comfortable working in a fast-paced environment with changing priorities and able to quickly adapt to new situations. Proficient in project management software tools and applications. Preferred education, skills, and experience. Bachelor's degree in business administration, project management, or a related field. A Master's degree is a plus. 5+ years of experience in project management, with demonstrated experience in leading and delivering projects successfully. The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). Competitive base salaries Bonus incentives Generous PTO, Floating Holidays and 12 Federal Holidays observed Support for financial-well-being and retirement 401k with employer match Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more Employer paid short-term/long-term disability and basic life insurance Flexible hybrid working arrangements. Paid parental leave and adoption reimbursement programs Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives Tuition Reimbursement and Family Scholarship Programs Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call (855) 756-2007 and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Posted 30+ days ago

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Truist Financial CorporationBoca Raton, FL
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for supporting the business analyst and project management needs of the assigned portfolio. Works with project teams to gather and analyze information needed, solving mid-level problems while escalating more complex issues. Helps to ensure projects remain on schedule, within scope and budget; and prepares necessary materials and artifacts. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Leads or coordinates project planning activities for small to large initiatives including gathering, analyzing, and presenting data needed for project decision makers. Defines project scope and obstacles that would impact the success of the initiative. Supports required changes to scope or timeline throughout the project lifecycle. Prepares and maintains necessary project materials and artifacts, including business cases, prioritization, project plans/task lists, business readiness materials, and post-project follow up. Gathers and analyzes data that is acquired for a project including troubleshooting data problems. Provides tracking and reporting of project status to leadership and enterprise teams. Creates process mapping for changes resulting from strategic projects including risks and controls. Assists with the intake of new project requests and coordination of projects within workstreams. Collaborates with all impacted lines of business (LOBs) and partners, as needed. May independently lead small workstreams or deliverable execution Serves as an individual contributor whose work is guided by a more senior member of the team while promoting a cohesive, inclusive, team-oriented culture aligned with the Truist purpose, mission, and values Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in a business-related field, or equivalent education and related training Two years of experience in consulting, project management or process improvement related role. Strong organizational skills and attention to detail. Strong communication skills, both written and verbal Conceptual ability to analyze problems and devise solutions Ability and willingness to learn and adapt as the needs of the job change Demonstrated proficiency in computer applications, such as Microsoft Office software products Ability to travel as needed, occasionally overnight Preferred Qualifications: Three years of experience in the financial services industry Project Management Professional (PMP) Certification General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 days ago

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PwCFort Worth, TX

$124,000 - $280,000 / year

Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner. Keeping leadership informed of progress and issues. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

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HRBoostChicago, IL
Location: Chicago, IL Company: Confidential (Residential real estate firm) About the Role: A leading residential real estate company is looking for a Director of Finance to join its management team. Reporting to the CFO, this role will supervise financial operations, oversee accounting staff, and play a key role in strategic financial planning and analysis. Key Responsibilities: Manage financial operations and accounting personnel. Develop budgets, forecasts, and financial plans. Perform financial analysis to support strategic initiatives. Oversee compliance with financial laws, regulations, and audits. Allocate capital funds for projects and monitor financial viability. Prepare financial reports for leadership and the board. Liaise with financial institutions and external auditors. Qualifications: Bachelor’s or Master’s degree in Finance or Business Administration. Certified Public Accountant credentials. 10+ years of progressive finance experience; 5+ years in management. Experience in real estate or property management a plus. Strong leadership, analytical, and compliance knowledge. Eager to collaborate with CFO and grow within the organization. Powered by JazzHR

Posted 30+ days ago

California Primary Care Association logo
California Primary Care AssociationSacramento, CA

$95,482 - $101,099 / year

Association’s Mission: California Primary Care Association's (CPCA's) mission is to lead and position community clinics, health centers and networks through advocacy, education, and services as key players in the health care delivery system to improve the health status of their communities. Purpose of Position: Under the general direction of the Controller, the Assistant Director of Finance supports the financial integrity and operational efficiency of the organization by managing the day-to-day, monthly, and annual accounting activities. This includes oversight of general ledger maintenance, financial reporting, audit preparation, including budget and forecasting processes. The Assistant Director monitors internal budgets to ensure adherence, performing financial analyses to support organizational decision-making. Primary Responsibilities: Collaborate with department managers to develop, revise, and monitor budgets for departments, grants, projects, and the organization. Maintain and update budgets in accounting software. Analyze budget-to-actual performance monthly across multiple entities and departments; prepare narrative and visual reports to support decision-making. Review budget proposals and assist in developing financial justifications and projections. Support annual budget preparation and periodic revisions in collaboration with the Controller and CFO. Review and analyze activity to ensure it ties to financials and other related reports. Continuously work with accounting staff in developing efficient accounting processes to best track, review, analyze, and reconcile accounting activity. Compile and analyze financial information to prepare journal entries to general ledger accounts, and document business transactions. Assist in managing the month-end and year-end close processes, ensuring accuracy and timely completion. Assist with month-end and year-end financial preparation by preparing financial statements and comparing budget to actuals. Assist in preparing audit schedules and responding to auditor inquiries during the annual audit process. Assist in preparing tax schedules and responding to tax inquiries during the annual tax preparation process. Participate in ad hoc projects, special reporting requests, and strategic finance initiatives at the direction of the Controller or CFO. Play a key support role in the implementation of financial best practices and in maintaining high standards of accuracy and accountability throughout the organization’s financial operations. Assist with grant, budget management, and contract development and reporting. Skills and Abilities Required: Oversee and provide direction to accounting staff. Execute the Association’s Strategic Plan in designated areas. Train, facilitate, and speak in front of Association staff. Collaborate effectively across departments, applying strong analytical skills, sound judgment, and digital tools to meet deadlines and optimize processes. Manage complex projects and programs, and provide strategic direction to staff teams on projects and programs, including program evaluation needs. Strong presentation and written communication skills. Develop solid relationships with strategic partners, vendors, Association membership and the board of directors. Work collaboratively with senior leadership and multi-departmental teams. Effective problem solving, time management, and critical thinking skills. Proficiency in Microsoft Office and web-based applications and platforms. Additional Responsibilities: Attends and participates in required Association meetings, Reports regularly to supervisor. Participates in CPCA events and represents the Association as requested to include state and national events. Travel for national and regional meetings, training and site visits by air and ground transportation. Other duties as assigned. Education and Experience: CPCA evaluates candidates on all position-relevant skills and experience. If you’re excited about this role, but your experience does not align perfectly with every requirement, we encourage you to apply anyway. Bachelor’s degree in accountancy or equivalent. Master’s degree preferred. Experience with GAAP accounting to include non-profit revenue recognition is preferred. Experience with community health centers, member-driven associations or non-profit organizations is also preferred. Relevant experience may be considered in lieu of degree requirement. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hearing and speaking to exchange information Operating a computer and other office productivity equipment Seeing to read a variety of materials Bending at the waist, kneeling, or crouching Sitting or standing for extended periods of time Lifting objects up to 30 pounds Close vision and ability to adjust focus Work Environment: Noise level is generally moderate, but at times can be noisy Meetings conducted in a Zoom or office setting Indoor varying temperature Employee must have available transportation and be able to commute into office Compensation : $95,482 - $101,099 Association Expectation: Due to network security and hybrid work, this position requires the employee to have a cell phone with a data plan and home internet service, both are reimbursed at a set rate each month. This is a hybrid position with all hires being required to maintain residence in California and commute to our office in downtown Sacramento multiple times a week. Total Rewards: CPCA offers a comprehensive total rewards package that includes hybrid work schedule, employer paid medical, dental, vision, life, and AD&D insurance for employees. A retirement savings plan with an employer contribution of 5%. A time off package that includes vacation, sick, float-time, and a generous holiday schedule. Employees also have access to an employer sponsored EAP, and various voluntary insurance plans, one that includes pet insurance. Equal Opportunity Employment: CPCA’s workforce strives to represent California’s population, while also meeting the highest standards and qualifications of our industry. Powered by JazzHR

Posted 30+ days ago

E logo
EHS Operational ExcellenceNew York, NY

$60 - $80 / hour

About the Role A high-volume, full-service Manhattan property seeks a seasoned Hotel Controller to lead day-to-day accounting and partner with the leadership team on financial strategy. The ideal candidate has hands-on experience at a large hotel (several hundred rooms) with multiple outlets (restaurant/bar/rooftop/banquets) and paid amenities (e.g., spa, pool, clubs, premium services). This role begins as a full-time temporary engagement with a clear path to permanent hire based on performance. What You’ll Do Own the accounting cycle: income audit, A/P, A/R, payroll, GL, cash management, and monthly close (USALI). Produce timely financials (P&L, balance sheet, cash flow) with variance analysis, trend insights, and actionable recommendations. Maintain rigorous internal controls across purchasing, inventories, cash handling, comps/voids, paid amenities, and key security. Oversee tax and regulatory items (NYC/NYS sales & occupancy taxes, 1099s, licenses/permits) with accurate filings and calendars. Lead budgeting/forecasting, capital tracking, and project ROI reviews; monitor labor and cost of sales with department heads. Reconcile balance-sheet accounts monthly; manage audits (internal/external) and support lender/owner reporting packages. Optimize systems and workflows between PMS, POS, labor/payroll, and back-office accounting; strengthen data integrity. Build and mentor a small accounting team; set clear SLA/close calendars and elevate cross-department financial acumen. What You Bring 5+ years of progressive hotel accounting experience, including controller/assistant controller responsibility in NYC or similar Tier-1 market. Background in large, multi-outlet operations (rooms + F&B/banquets/rooftop + paid amenities such as spa/pool/clubs). Mastery of USALI, GAAP, and hotel tax requirements; strong command of excel-based modeling and reconciliations. Proficiency with hotel systems (PMS/POS), payroll platforms, and accounting software; comfort improving processes and controls. Ability to translate numbers into operational steps; calm under deadlines; high ownership and urgency. Nice to Have CPA or progress toward certifications Multi-property or asset-management reporting experience. Work Setup & Schedule On-site in Manhattan; standard business hours with flexibility during close, audits, and forecast cycles. Compensation & Benefits Temporary W2 or C2C (Corporate to Corporate): Estimated $60–$80/hour or equivalent salary, based on experience. Conversion (Perm): Estimated $130,000–$160,000 base, plus bonus eligibility and a competitive benefits package. Final pay will reflect experience, skills, and market factors in compliance with NYC transparency requirements. Equal Opportunity All qualified applicants will receive consideration without regard to legally protected characteristics. Accommodations available upon request. How to Apply Submit a résumé highlighting hotel size (rooms), outlets supported, systems used, and examples of cost control or margin improvement you led. Include availability for a Manhattan start date to this job posting or direct to LeadWithPurpose@Op-Excellence.net Powered by JazzHR

Posted 30+ days ago

NorthPoint Search Group logo
NorthPoint Search GroupMooresville, NC
Vice President of Finance Who: A publicly traded company in the consumer products industry is seeking a seasoned finance executive. What: Oversee all financial operations including planning, reporting, budgeting, and investor relations. When: Position is open immediately for the right candidate. Where: Charlotte, NC. Why: Due to strategic growth and organizational restructuring. Office Environment: Professional, collaborative, and high-performance culture. Salary: Competitive base with performance incentives and equity options. Position Overview: We are looking for a dynamic and strategic Vice President of Finance to lead the financial operations of a publicly traded company within the consumer products sector. This role is critical in shaping financial strategy, ensuring regulatory compliance, and driving sustainable growth. Key Responsibilities: ● Lead financial planning, forecasting, and budgeting processes ● Oversee reporting, compliance, and SEC filings ● Partner with executive leadership on strategy and capital allocation ● Manage treasury, audit, tax, and investor relations functions ● Build and mentor a high-performing finance team Qualifications: ● Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA preferred) ● 10+ years of progressive finance leadership experience ● Public company and consumer products experience strongly preferred ● Proven track record with SEC reporting and investor communications ● Strong analytical, leadership, and communication skills Powered by JazzHR

Posted 4 days ago

L logo
Leap BrandsHouston, TX
Job Description: The Vice President of Finance for a restaurant franchise is responsible for leading the financial strategy, planning, and operations across all franchise locations. This executive role ensures financial health and compliance, drives profitability, and supports growth initiatives. The VP of Finance oversees budgeting, forecasting, financial reporting, internal controls, franchisee support, and capital allocation. Key Responsibilities: Develop and execute financial strategies aligned with the company’s goals Lead financial planning, analysis, and reporting functions Ensure accurate and timely financial statements and regulatory compliance Oversee budgeting, forecasting, and cash flow management across all units Partner with operations to improve unit-level performance and cost efficiency Evaluate franchise financial performance and provide guidance to franchisees Manage relationships with external auditors, banks, and investors Lead a team of finance professionals and support cross-functional collaboration Qualifications: Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA preferred) 10+ years of progressive financial leadership, preferably in the restaurant or franchise industry Strong understanding of multi-unit operations and franchise models Proven track record of strategic financial planning and team leadership Powered by JazzHR

Posted 30+ days ago

ReSource Pro logo
ReSource ProAtlanta, GA

$116,520 - $197,520 / year

Are you motivated by the challenge of aligning finance with long-term business vision? Do you love the process of turning financial complexity into clarity for stakeholders? Come Join ReSource Pro! Your role... As the Director, Corporate Finance at ReSource Pro, you will be responsible for leading the global financial planning and reporting processes including month end reporting and variance analysis, monthly/quarterly forecasts, and the annual budgeting process. You will provide high-level financial insights to executive leadership and private equity stakeholders, drive corporate-wide analytics to support strategy, and ensure the finance team is leveraging technology and advanced tools to improve efficiency and accuracy. The Director partners cross-functionally, manages global teams, and contributes to the overall financial and strategic success of ReSource Pro. We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. After 6 months you will... Lead the monthly consolidation of global financial results, including the analysis of material variances to budget and forecast; Collaborate with Business Segment Finance to prepare the monthly global commentary summarizing the key themes, variances, and actional insights; Prepare and lead the Monthly Operating Review presentation to senior leadership Oversee and manage the global budgeting process and the monthly/quarterly forecasting processes, ensuring accuracy and alignment with ReSource Pro strategy. Direct the overall five-year planning process, collaborating with business leaders and Business Segment Finance to develop long-term plans Build and prepare high-quality presentations for executive leadership and the Board of Directors across monthly, annual, and strategic planning cycles; Ensure accuracy, clarity, and timeliness of all reports and presentations; Identify risk, opportunities, and key action items throughout the planning cycle Provide corporate-wide financial analysis and metrics to support global strategic initiatives; Partner with executive leadership to track performance against strategic goals Lead and participate in ad hoc projects requiring deep financial and operational analysis; Conduct research and analysis to support strategic decision-making across ReSource Pro Develop and maintain reporting tools and dashboards for executive use Establish and oversee a forward-looking technology roadmap for the global FP&A Team; Foster a culture of continuous improvement and digital transformation within the Finance team Promote the adoption of AI-driven tool, Workday, ERP Systems (Adaptive), and advanced BI platforms (eg., Power BI); Stay current with industry and technology trends, recommending innovative solutions for finance operations; Guide the team in leveraging emerging technologies to enhance productivity and accuracy Collaborate cross-functionally with CFO, COO, VP FP&A, and other leaders across the organization, including offshore teams Lead, mentor, and develop global finance teams to achieve high performance and professional growth; Promote a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity What you need to be successful… Bachelor's Degree in Accounting, Finance, Business Administration, or related field 10-15 years' experience in corporate finance, including 5-8 years' experience in financial planning and analysis (FP&A) 5-7 years' experience leading a team and managing the work associated within the department Availability to attend early morning and late night calls with India/China at least 2-3 days per week Comfortable working within a multi-currency environment Experience working within a multi-national, global business ; Previous insurance or service industry background High degree of proficiency with MS Office Suite - Excel and PowerPoint are a must Highest standards of accuracy, precision, and organization ; Strong communication and presentation skills with the ability to tailor communication according to your audience Your Benefits & Perks... Generous PTO plan with paid holidays + floating holidays 100% paid Employee Healthcare on Day 1 Eligible for all medical, dental, and vision benefits on Day 1 401k with employer match, vested on Day 1 Opportunity to work for a growing, global organization. Ability to engage with clients and internal partners to make an impact. Organization-wide focus on growth and development Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $116,520 - $197,520 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides. Your Interview Process: To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.The standard interview process includes: Behavioral Interview with Talent Acquisition Online talent assessment Hiring Manager Interview with VP, FP&A Work Sample Activity Final Interview with CFO *Additional interview steps may be added depending on the position or if further evaluation is needed.Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Powered by JazzHR

Posted 1 week ago

Acclaim Technical Services logo
Acclaim Technical ServicesMcLean, VA
Acclaim Technical Services, founded in 2000, is a leading language, operations, and technology services company supporting a wide range of U.S. Federal agencies. We are an Employee Stock Ownership Plan (ESOP) company, which is uncommon within our business sector. We see this as a significant strength, and it shows: ATS is consistently ranked as a top workplace among DC area firms and continues to grow.We are actively hiring a senior Finance / Budget Consultant with TS/SCI clearance and polygraph to support a fast-paced and growing team in McLean,VA. The successful candidate will have experience in guiding Federal Government clients through budget formulation and execution cycles and will serve as the principal budget advisor to high-profile clients. RESPONSIBILITIES: Compile and analyze financial information for the organization, supporting client-directed requirements. Champion financial processes, tools, and best practices and guide client through routine processes, adhering to the established cadence for budget and forecast updates and variance analysis. Derive budget-related data and take budget-related actions using client tools and databases. Analyze and visualize budget-related data, mapping prior and planned budget expenditures against organizational priorities and strategy. REQUIRED EDUCATION & EXPERIENCE: Bachelor’s degree TS/SCI with polygraph 12 years of experience with Federal Government budgeting processes and tools, experience with ALM would be highly beneficial Experience with Microsoft Office, including Word, Excel, PowerPoint, and Outlook Intermediate to advanced data manipulation and analytical skills using Excel a plus Ability to meet deadlines, adhere to project plans, and work on several projects simultaneously. Ability to think critically, analyze, and actively listen to effectively solve problems Excellent oral and written communication skills Excellent research, data gathering, and analytical skills Experience with projects on client sites PREFERRED EDUCATION & EXPERIENCE: Graduate degree in a business-related field Certification in accounting, finance, or project management Experience with consulting in a professional or internship environment Equal Employment Opportunity / Affirmative Action ATS is committed to a program of equal employment opportunity without regard to race, color, ethnicity, national origin, ancestry, citizenship, sex, pregnancy, marital status, sexual orientation, age, religion/creed, hairstyles and hair textures, handicap/disability, genetic information/history, military/veteran status, or any other characteristic or condition protected by applicable law. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination on the basis of their physical or mental disability or veteran status. Powered by JazzHR

Posted 1 day ago

L logo
Leap BrandsTroy, MI
Our client is looking for a VP of Finance that will provide operational and strategic insight while leading and managing finance, accounting, and administration departments.  The company is well positioned for increased profitability and is poised to grow both organically and through acquisitions. The VPOF will be responsible for high-level strategic leadership as well as performing hands-on operational activities such as day-to-day accounting matters, financial modeling, forecasting, project/product profitability analysis, payment terms, etc. Building a high performance team, training and development are key aspects of the position. Responsibilities :  Assist in formulating the company's future direction and supporting tactical initiatives Create processes and systems to support growth  Monitor and direct the implementation of strategic business plans Develop financial and tax strategies Manage the capital request and budgeting processes Develop performance measures that support the company's strategic direction Participate in key decisions as a member of the executive management team Maintain in-depth relations with all members of the management team Manage the accounting, human resources, investor relations, legal, tax, and treasury departments Oversee the company's transaction processing systems Implement operational best practices Supervise acquisition due diligence and negotiate acquisitions. Oversee the issuance of financial information Report financial results to the executive management team Risk Management Understand and mitigate key elements of the company's risk profile Monitor all open legal issues involving the company, and legal issues affecting the industry Construct and monitor reliable control systems Ensure that the company complies with all legal and regulatory requirements Ensure that record keeping meets the requirements of auditors and government agencies Maintain relations with external auditors and investigate their findings and recommendations Monitor cash balances and cash forecasts Arrange for debt and equity financing Maintain banking relationships Represent the company with investment bankers and investors Requirements :  Bachelor's Degree Required (Master's Degree Preferred) 10+ Years of Experience in an executive level finance role Strong FP&A background Strong accounting and finance background Proven Leadership abilities  Strong project management skills High energy Powered by JazzHR

Posted 30+ days ago

C logo
Crowley Car CompanyEscondido, CA
North County Kia is looking for a Finance Manager to join our team! The ideal candidate will have have extensive automotive sales experience, strong attention to detail, and be a great closer!The Finance Manager is responsible for producing additional revenue by selling finance products to new and used vehicle customers. Job Description: Provide a high level of customer service with all customers Produce acceptable levels of revenue and profits for the dealership by selling finance, insurance, and extended service programs to new and used vehicle customers Process deals for the Corporate Office in an efficient manner. Establish and maintain good working relationships with several finance sources, factory and otherwise Be able to adhere to proven processes that ensure adherence to compliance regulations and timely receipt of cash. Review all paperwork for correct information, documentation and signatures Conduct all business processes in a legal, ethical manner, following all state and federal regulations. Handle rate quotations with customers as needed Work with employees and customers to develop relationships, help to enhance the sales process and the success of the dealership. Respond to all customer inquiries in a timely manner. Requirements: Must have a minimum of 2 years experience working as an Automotive Finance Manager Working knowledge of CDK, Advent, RouteOne Proven track record of above average sales abilities and income. Successful at menu sales presentation Features, benefits and advantages presentation of products and services Excellent verbal / written communication and strong negotiation skills Must possess the ability to ask for the sale and effectively close customers Be able to read customers, situations and make changes on the fly Can work and succeed in a fast-paced environment Ability to multi-task Great attention to detail Accurate with numbers Professional appearance and demeanor If you are experienced in providing exceptional customer service, have the passion to sell and close customers, we look forward to speaking with you! Pay: $16.50 plus commission. Average total annual compensation ranges from $150,000 to $220,000. We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Powered by JazzHR

Posted 1 week ago

Appian logo

Director, Strategic Finance

AppianMclean, VA

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Job Description

We are seeking a highly motivated and experienced Director of Strategic Finance to join our growing finance team. In this pivotal role, you will sit at the intersection of FP&A, Sales and Investor Relations. The ideal candidate will possess a deep understanding of SaaS business models, extensive experience with various pricing strategies, and a strong background in financial modeling. This leader will be responsible for leading the development and measurement of all revenue metrics, providing actionable insights that guide our go-to-market and product strategies. This position requires someone who can translate financial data into actionable business strategies and thrive in a fast-paced, high-growth environment.

In this role, you will:

  • Own Appian's revenue modeling and its future evolution as the company incorporates changes to enterprise software pricing.

  • Lead the definition, development, tracking, and reporting of all critical SaaS revenue metrics, including but not limited to ARR, NRR, churn, and sales cycle length. Ensure accuracy, consistency, and actionable insights from these metrics.

  • Analyze the financial impact of various SaaS pricing models (e.g., per-user, consumption-based, tiered, feature-based) and recommend optimal strategies to maximize revenue and profitability. Partner with product and sales teams on pricing adjustments and new product monetization.

  • Partner with the sales and legal teams on complex enterprise deals, evaluating pricing structures, commercial terms, and their impact on profitability and revenue recognition.

  • Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model.

  • Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability.

  • Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives

  • Prepare presentations and analysis for senior Finance leadership and Appian's executive team.

  • Participate in special projects and initiatives as required.

Qualifications:

  • 10+ years of progressive experience in FP&A, strategic finance, or investment banking experience in a leadership or senior individual contributor role.

  • Proven expertise and hands-on experience with multiple SaaS pricing models and their financial implications.

  • Deep understanding of SaaS business models, key metrics, and revenue recognition principles (ASC 606).

  • Excellent analytical, problem-solving, and organizational skills.

  • Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders.

  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

  • Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Anaplan, Power BI, and Tableau

  • High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results

  • Bachelor's degree in Finance, Economics, Accounting, or related discipline; MBA or CFA strongly preferred

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